Callan Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $864K | Buy |
5,164
+246
| +5% | +$41.2K | 0.06% | 133 |
|
|
2024
Q4 | $712K | Buy |
4,918
+224
| +5% | +$32.4K | 0.05% | 135 |
|
|
2024
Q3 | $691K | Sell |
4,694
-259
| -5% | -$38.1K | 0.05% | 141 |
|
|
2024
Q2 | $775K | Buy |
4,953
+2,541
| +105% | +$397K | 0.06% | 126 |
|
|
2024
Q1 | $380K | Buy |
+2,412
| New | +$380K | 0.03% | 170 |
|
|
2023
Q4 | – | Sell |
-1,424
| Closed | -$240K | – | 240 |
|
|
2023
Q3 | $240K | Buy |
+1,424
| New | +$240K | 0.03% | 175 |
|
|
2023
Q2 | – | Sell |
-1,888
| Closed | -$308K | – | 187 |
|
|
2023
Q1 | $308K | Buy |
1,888
+326
| +21% | +$53.2K | 0.04% | 144 |
|
|
2022
Q4 | $280K | Buy |
+1,562
| New | +$280K | 0.03% | 150 |
|
|
2022
Q1 | – | Sell |
-2,762
| Closed | -$324K | – | 127 |
|
|
2021
Q4 | $324K | Buy |
+2,762
| New | +$324K | 0.05% | 98 |
|